MONTRUSCO BOLTON INVESTMENTS INC.: 13F holdings
CIK 14759402026Q2
| Positions | 80 |
|---|
| Reported value | $6.5bn |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 80 (+8 vs prior quarter) |
|---|
| Reported value | $6.5bn (-2.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 2,638,049 | $527.8m | 8.2% |
| GOOGL ALPHABET INC | 1,093,614 | $390.8m | 6.1% |
| MSFT MICROSOFT CORP | 1,021,431 | $381.0m | 5.9% |
| AMZN AMAZON COM INC | 1,576,144 | $375.7m | 5.8% |
| JPM JPMORGAN CHASE & CO | 924,638 | $302.7m | 4.7% |
| LRCX LAM RESEARCH CORP | 671,482 | $291.0m | 4.5% |
| AVGO BROADCOM INC | 637,407 | $240.8m | 3.7% |
| MA MASTERCARD INCORPORATED | 468,356 | $240.5m | 3.7% |
| MU MICRON TECHNOLOGY INC | 204,062 | $235.5m | 3.6% |
| MNST MONSTER BEVERAGE CORP NEW | 2,113,791 | $203.2m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1475940")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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